Book-keeping Software - The Book-keepers Forum (UK)

Shamus · Shamus

http://www.book-keepers.org.uk/t62264820/site-ethics/

Cheshire · Cheshire

Just a sense check please. Am HMRC agent. But not listed as agent for a client (running out of time....their fault!) - I can submit returns to HMRC without being listed as their agent via taxfiler. Just checking I have it right. TIA (Not MTD)

Nikole · Nikole

Hi, I'm looking for some software for a client who uses Sage Business Cloud (may be switching back to Sage Professional) where employees can scan and upload receipts for expenses. They are currently entering everything onto excel and Sage so they are looking to really cut back on the amount of time it...

NickyW · NickyW

Hello, I am currently using the multi currency version of QBO. I have a few $ accounts and the other accounts are in . My main reports are run in . I have revalued the currency every month. My problem is when I run a Balance Sheet report at the end of each month, my $ accounts bear no relation whatsoever to the...

Cheshire · Cheshire

Hione of my clients used Zervant for free invoicing until today when it seems the access to sending most of his invoicing has been blocked, which appears to relate to them pushing him down the subscription route! The issue has been raised with their tech team, but a response is awaited. The fact tha...

Man66 · Man66

I have a client that I've just taken on. He’s been in business for many years, however he's done everything himself manually up to now using a duplex book. I use Sage and I’m starting his books at 01/01/07. How should I initially setup his books with information from 2006? Thanks. Man66

pinkdon · pinkdon

Hi All, It's been a while since I posted but would really appreciate any help. I'm looking for any recommendations due to a hard drive failure on my computer, luckily I have back ups. Previously had Sage Instant 2011 alongside another copy of Sage (V17 I think) as we have two separate restaurants (Lt...

Eilef · Eilef

Just after a bit of help. The default Advertising nominal code 6201 is under direct expenses, but when doing accounts for an events company where should I put the advertising? They have many leaflets produced, general ones advertising all events and the company a direct expense therefore I feel s...

Cheshire · Cheshire

Hi Have a QuickBooks Online client who uses the add on Go Cardless App. They set up clients on D/D via QBO and the info can be seen via the 'Lists/All lists' function in QBO. Can normally also see the clients who have been sent info to set up a D/D but who have not yet signed up. The lists in QBO have all disa...

Cheshire · Cheshire

All from Sage. Perpetuating the myth that bridging software is ONLY available to be used during the soft landing period. Challenged that. Response 'well some software you cannot use'. Anyone have any access to where it states in law/other HMRC 'stuff' that this is complete balderdash? (not bein...

Krispie · Krispie

Good morning, can somebody tell me how to match invoices in Euro with bank statement please as I don't have the possibility to match, just to add Thank you

softie · softie

Is anyone else having an issue with their KashFlow bank feeds? I've only got two clients on KashFlow, both using different banks, but the feeds are both taking an age to update.

allisont · allisont

Hi All.. my client cant remember their pension staging date. Until now only directors so no pension. New employee starting client doesnt have any details from when last accountant set up scheme. Have added as employer to my Nest Agent account.. but what do I put as staging date?? Tried using the Pe...

VinceH · VinceH

https://www.gov.uk/government/publications/vat-returns-and-ec-sales-list-commercial-software-suppliers/vat-commercial-software-suppliers

Cheshire · Cheshire

HiIm very new to QuickBooks Pro Advisor, having just taken on 2 new clients who have been using it for a couple of months.Im doing their first VAT returns, but when I pull the detailed VAT report it doesnt seem to show full details of some of the expenses to enable the customer to check and authorise the re...

Cheshire · Cheshire

Having only just got started on this software, I'm not yet fully conversant with its idiosyncrasies, so a couple of Qs. New limited client has set themselves up on but put the wrong vat scheme on it, showing cash instead of standard. Also showing vat return due end of April instead of May. Just wondere...

softie · softie

Can any recommend any budgeting software that works well with Xero? Need the ability to run cashflow forecasts.

accountonus · accountonus

hi there, i am a student account (aat level 4) plus book keeper & ive just started up on my own! eek!! already have 6 clients which is great but before i give all my money to one or two software companies i want some help with what people are suing and why.. is there anything you would do differently.. j...

Cheshire · Cheshire

Hi all Just set up QBO Accountant as have taken on two new clients who use this software. Looking to how best (or the only way?) to key business expenses that the Director has paid for personally. Non VAT ones I can journal easily, but this does not appear to be an option for VATable items as there is no wa...

rushl · rushl

HI, My first post, so Hello! I am working with a company as an IT contractor ( I'm AATQB and studying L4 ) and they are moving to Sage 50 from a bespoke system at year end, i sugested we start entering sales/purchases and when the accountants get the final figures, enter the OB. we then enetered all the sa...

Topic		Started By	Replies	Views	Last Post
	STICKY: Before Posting (closed) (Preview) http://www.book-keepers.org.uk/t62264820/site-ethics/	Shamus	0	3549	Sat Jun 11 15:09 2016 by Shamus
	Taxfiler (Preview) Just a sense check please. Am HMRC agent. But not listed as agent for a client (running out of time....their fault!) - I can submit returns to HMRC without being listed as their agent via taxfiler. Just checking I have it right. TIA (Not MTD)	Cheshire	5	243	Thu Dec 5 13:38 2019 by Cheshire
	Looking for ideas on who to use for scanning receipts (Preview) Hi, I'm looking for some software for a client who uses Sage Business Cloud (may be switching back to Sage Professional) where employees can scan and upload receipts for expenses. They are currently entering everything onto excel and Sage so they are looking to really cut back on the amount of time it...	Nikole	14	714	Tue Nov 19 11:28 2019 by johnhemming
	Currency revaluation and Quickbooks (Preview) Hello, I am currently using the multi currency version of QBO. I have a few $ accounts and the other accounts are in . My main reports are run in . I have revalued the currency every month. My problem is when I run a Balance Sheet report at the end of each month, my $ accounts bear no relation whatsoever to the...	NickyW	7	522	Mon Nov 18 17:39 2019 by Cheshire
	Free invoicing software (GDPR compliant) (Preview) Hione of my clients used Zervant for free invoicing until today when it seems the access to sending most of his invoicing has been blocked, which appears to relate to them pushing him down the subscription route! The issue has been raised with their tech team, but a response is awaited. The fact tha...	Cheshire	7	790	Fri Oct 11 13:14 2019 by Cheshire
	Setting up a new client (Preview) I have a client that I've just taken on. He’s been in business for many years, however he's done everything himself manually up to now using a duplex book. I use Sage and I’m starting his books at 01/01/07. How should I initially setup his books with information from 2006? Thanks. Man66	Man66	7	3788	Thu Sep 26 18:35 2019 by Cheshire
	Restaurant Software Recommendations Please! (Preview) Hi All, It's been a while since I posted but would really appreciate any help. I'm looking for any recommendations due to a hard drive failure on my computer, luckily I have back ups. Previously had Sage Instant 2011 alongside another copy of Sage (V17 I think) as we have two separate restaurants (Lt...	pinkdon	12	1044	Fri Aug 30 12:23 2019 by pinkdon
	Advertising nominal Code Sage (Preview) Just after a bit of help. The default Advertising nominal code 6201 is under direct expenses, but when doing accounts for an events company where should I put the advertising? They have many leaflets produced, general ones advertising all events and the company a direct expense therefore I feel s...	Eilef	6	4268	Mon Aug 12 14:39 2019 by Cheshire
	Quickbooks online (another issue) (Preview) Hi Have a QuickBooks Online client who uses the add on Go Cardless App. They set up clients on D/D via QBO and the info can be seen via the 'Lists/All lists' function in QBO. Can normally also see the clients who have been sent info to set up a D/D but who have not yet signed up. The lists in QBO have all disa...	Cheshire	4	655	Sun Aug 11 13:01 2019 by Cheshire
	MTD bridging (Preview) All from Sage. Perpetuating the myth that bridging software is ONLY available to be used during the soft landing period. Challenged that. Response 'well some software you cannot use'. Anyone have any access to where it states in law/other HMRC 'stuff' that this is complete balderdash? (not bein...	Cheshire	8	748	Thu Aug 1 20:46 2019 by johnhemming
	Quickbooks Help (Preview) Good morning, can somebody tell me how to match invoices in Euro with bank statement please as I don't have the possibility to match, just to add Thank you	Krispie	3	762	Mon Jul 15 19:11 2019 by Cheshire
	KashFlow Bank Feed (Preview) Is anyone else having an issue with their KashFlow bank feeds? I've only got two clients on KashFlow, both using different banks, but the feeds are both taking an age to update.	softie	2	782	Tue Jul 9 18:23 2019 by YLB-HO
	Moneysoft Pension Staging Date.. new client.. (Preview) Hi All.. my client cant remember their pension staging date. Until now only directors so no pension. New employee starting client doesnt have any details from when last accountant set up scheme. Have added as employer to my Nest Agent account.. but what do I put as staging date?? Tried using the Pe...	allisont	2	477	Tue Jul 9 18:11 2019 by YLB-HO
	List of software suitable for submitting VAT returns (Preview) https://www.gov.uk/government/publications/vat-returns-and-ec-sales-list-commercial-software-suppliers/vat-commercial-software-suppliers	VinceH	33	3410	Thu Jul 4 11:47 2019 by VinceH
	QuickBooks Online - how to show the description of expenditure in the detailed VAT return (and other reports) (Preview) HiIm very new to QuickBooks Pro Advisor, having just taken on 2 new clients who have been using it for a couple of months.Im doing their first VAT returns, but when I pull the detailed VAT report it doesnt seem to show full details of some of the expenses to enable the customer to check and authorise the re...	Cheshire	1	571	Tue Jul 2 19:09 2019 by Cheshire
	Quick books online - Incorrect vat scheme and vat period (Preview) Having only just got started on this software, I'm not yet fully conversant with its idiosyncrasies, so a couple of Qs. New limited client has set themselves up on but put the wrong vat scheme on it, showing cash instead of standard. Also showing vat return due end of April instead of May. Just wondere...	Cheshire	1	511	Tue Jul 2 19:01 2019 by Cheshire
	Best Budgeting Software (Preview) Can any recommend any budgeting software that works well with Xero? Need the ability to run cashflow forecasts.	softie	4	1197	Mon Jul 1 15:56 2019 by Cheshire
	Starting up & need software advice please ... (Preview) hi there, i am a student account (aat level 4) plus book keeper & ive just started up on my own! eek!! already have 6 clients which is great but before i give all my money to one or two software companies i want some help with what people are suing and why.. is there anything you would do differently.. j...	accountonus	7	747	Mon Jul 1 10:11 2019 by Cheshire
	Quickbooks Online - how to process expenses paid for by Director? (Preview) Hi all Just set up QBO Accountant as have taken on two new clients who use this software. Looking to how best (or the only way?) to key business expenses that the Director has paid for personally. Non VAT ones I can journal easily, but this does not appear to be an option for VATable items as there is no wa...	Cheshire	3	686	Thu Jun 20 17:13 2019 by Leger
	change to Sage. question about bank rec and opening balances (Preview) HI, My first post, so Hello! I am working with a company as an IT contractor ( I'm AATQB and studying L4 ) and they are moving to Sage 50 from a bespoke system at year end, i sugested we start entering sales/purchases and when the accountants get the final figures, enter the OB. we then enetered all the sa...	rushl	2	689	Mon Jun 10 18:34 2019 by Cheshire
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